New Business Client Executive - Corporate & Commercial

About the role

This is a full-time, permanent opportunity to join a fast-paced sales team The role can either be based in our Cheltenham Office or can be home based with a need to be in our Cheltenham office once every fortnight to work alongside other team players We love meeting our customers face to face as well as collaborating in our Cheltenham office so some travel and overnight stays might be needed Responsible for prospecting and securing new clients of all sizes (dependent on experience) Speaking with clients and providing solutions for Schools over the phone, by teams or video call and most importantly face to face Attending relevant key conferences to generate new opportunities Providing accurate sales forecasts to the Client Director using pipeline reporting and CRM systems Supporting the wider team with managing relationships with key partners Working with Service and Renewal teams to deliver an exceptional new business customer experience Provide insurance to clients and model effective protection through the provision of appropriate insurance products Identifying opportunities for leads to other areas, providing introductions and supporting the cross-sell process Knowledge: Good understanding of general and legal principles of insurance Understands the relevant regulatory and legal frameworks A minimum of 2 years' experience working in the insurance industry in an insurance broking or an insurance sales role Good understanding of sales techniques and processes for selling to customers Knowledge of Education Insurance gained at an Insurance Broker or Insurer environment - desirable, but not essential